Smart Advice Financial Solutions

A very BIG happy birthday to Lucy Jenness from everyone Smart Advice Financial Solutions !!!

Lucy is also celebrating her 2 year anniversary working at SAFS this week as one of our ⭐⭐⭐⭐⭐ reviewed and highly recommended Mortgage Administrators !!!

We hope you have a great time celebrating with your favourites!!! 🥂🥂🥂

Congratulations to Natasha Ingram who is celebrating her 5 year anniversary at Smart Advice Financial Solutions Ltd today!!!

Tash is our much loved Administration Team Manager and works endlessly supporting our administrators, to ensure our clients receive the highest level of customer service!!!

Well done Tash!!!

Happy birthday to Enzo Seaman from everyone at Smart Advice Financial Solutions Ltd !!!

Enzo is one of our friendly Mortgage Experts who loves helping his client find the best mortgage for their new home!

We hope you have a lovely birthday!!!

Congratulations to Frances Ferguson who is celebrating her 6 year anniversary at Smart Advice Financial Solutions this week!!

Frances is one of our Mortgage Experts, who works behind the scenes, supporting our busy team of Protection Advisers!

Well done Frances!!

Happy Birthday to Robert Loaring from everyone at Smart Advice Financial Solutions!!!

Robert is one of our business owners who founded the company in 2011 and has worked endlessly to make SAFS the successful company it is today!

We hope you have a great day celebrating with your family!

Congratulations to Jason Smith who is celebrating his 7 year anniversary at Smart Advice Financial Solutions this week!

Jason is one of our Account Mangers, who leds by example as a highly experienced mortgage adviser and looks after some of our top accounts and advisers.

Keep up the great work!

A very Happy Birthday to Allan Gibson from everyone at Smart Advice Financial Solutions Ltd !!!

Allan is one of our highly experienced Mortgage and Protection Advisers who works on one of our top accounts helping clients find the best mortgage deal for their new home.

We hope you enjoy your long weekend off celebrating with your family!!!

Congratulations to Nicola Dugan who is celebrating her 3 year anniversary at Smart Advice Financial Solutions this week!!

Nicky is one of our friendly, highly experienced, Mortgage Experts who loves helping her clients find the best mortgage for their new home!

Keep up the great work!!

At Smart Advice Financial Solutions we determine our Adviser of the Month based on their performance markers in the following areas;

⭐ Net Written business
⭐ Protection Sales and Conversions
⭐ Banking
⭐ Additional Sales

You’ll never guess who is adviser of the month for April….? For the 4th month in a row, it is…. Richard Robinson!!

Huge congratulations to Richard, who has been Top Dog (AKA Adviser of the Month) for all of 2024 so far.

Well done, Richard.

A big well done to Tom Hill on his 2nd year anniversary at Smart Advice Financial Solutions Ltd today!!

Tom is one of our friendly Mortgage Experts who loves helping his clients buy their dream home and finding them the best deal on their mortgage for their circumstances!

Keep up the great work!!

Congratulations to Tom Wheeler who is celebrating his 3 year anniversary at Smart Advice Financial Solutions Ltd !!

Tom is one of our account managers who manages one of our top accounts and leds by example as one of our highly experienced Mortgage Adviser who specialises in New Build!

Well done Tom!

Happy birthday to Jessica Harris, from everyone at Smart Advice Financial Solutions Ltd!

Jess is new to the SAFS family having recently joined as an Operations Administrator. We hope you have a great time celebrating with your family and enjoy your special day!

Congratulations to Kelly Sjöberg who is celebrating her 6 year anniversary at Smart Advice Financial Solutions Ltd today!

Kelly is our Business Development Manager who manages our additional sales, Online Leads Team, Remortgage Team, and is a highly experienced Mortgage Adviser, who specialises in Buy to Let.

Keep up the great work!

A big welcome to Andy McGonigle who has joined Smart Advice Financial Solutions Ltd as a Protection Specialist!

Andy has been working in the protection industry for over 16 years, within Mortgage Networks, MAB and Primis and has previously won Best New Protection Adviser at whilst at the Mortgage Advice Bureau network!

Andy is an avid Liverpool FC fan who enjoys playing Tennis and in his spare time has been helping his daughter train for her Black belt in Karate and her Duke of Edinburgh Bronze Award!

Welcome to the family!

Happy birthday to Tash Ingram from everyone at Smart Advice Financial Solutions Ltd !!

Tash is our Admin Manager who is dedicated to ensuring our clients receive the highest standard of customer service throughout their mortgage journey and looking after her team of administrators.

We hope you have a great time celebrating with your favourites!

A very happy birthday to Charlie Hand CeMAP from everyone at Smart Advice Financial Solutions Ltd !!

Charlie is one of our expert Mortgage Advisers who loves to find his client the best deal!

We hope you have a great birthday Charlie!

At Smart Advice Financial Solutions we determine our Adviser of the Month based on their performance markers in the following areas;

⭐ Net Written business
⭐ Protection Sales and Conversions
⭐ Banking
⭐ Additional Sales

Congratulations to Richard Robinson who has won Adviser of the Month for March! This is the third month in a row he has won the Adviser of the Month, his first Hat Trick and a clean sweep for Q1 for Richard!

Well done, very impressive consistency!

A very Happy Birthday to Ori Kauffmann from everyone at Smart Advice Financial Solutions Ltd !!

Ori is one of our highly experienced Mortgage Experts who loves helping our existing clients find the best remortgage deal when their initial rate ends!!

We hope you have a great day celebrating!! 🍻

Well done to Mark de Mel and Lucy Jenness for another ⭐⭐⭐⭐⭐ review for Smart Advice Financial Solutions!!!

"Mark De Mel and Lucy Jenness, they have been phenomenal throughout. I secured a really good rate that was favourable for me in the given circumstances.

I had tried 4 other mortgage brokers before MAB and none of them unlocked the options of these rates I got apart from them. they've been super responsive and very supportive throughout the process."

Very well deserved!! 👏👏👏

Review of Smart Advice Financial Solutions on The ESTAS Really professional unit and know what they are doing … Visit The ESTAS site to read the full review

Congratulations to Rak Patel and Brandon Foulkes for another brilliant ⭐⭐⭐⭐⭐ review for Smart Advice Financial Solutions from one of our customers!!

"A thorough professional who never gave up"

"Simply incredible"

Well done both - a very well deserved review!!!

https://www.theestas.com/reviews/527/191172

Review of Smart Advice Financial Solutions on The ESTAS Rak has been simply brilliant. A bit like Wasim Akram’s bowling spell. A thorough professional who never gave up. Great respect for him and Brandon.… Visit The ESTAS site to read the full review

JOB OPPORTUNITY - MORTGAGE ADMINISTRATOR

If you are interested in applying for this role and meet the requirements below, please submit your CV and a covering letter to [email protected]. We look forward to hearing from you.

Job Title: Mortgage Administrator
Location: Work from home and travel to the Bath office once a month
Salary: Competitive
Job Type: Full time

Join our friendly and dynamic team at Mortgage Advice Bureau (MAB), where we pride ourselves on being a leading mortgage broker with a stellar reputation and over 70 awards in the past six years. Our core mission is to provide exceptional customer service and unwavering support to our clients throughout their mortgage journey.

As a key member of our team, you'll play a vital role in assisting both clients and advisers, ensuring a seamless mortgage and protection process. With a focus on delivering exceptional service, maintaining strict compliance standards, consistently sticking to process, and offering additional services such as Will drafting and Financial Planning, we provide our clients with a holistic support package.

Embrace the flexibility of our hybrid working model, where you can work from the comfort of your own home while enjoying the option to visit our Bath office as little or as often as you prefer – with a minimum requirement of once a month. As part of our team, you'll benefit from uncapped commission opportunities stemming from will and wealth referrals.

We're seeking a candidate who embodies qualities such as hard work, excellent time management, strong organisational skills, proactive attitude, self-reliance, and a collaborative spirit. If you're someone who consistently delivers outstanding results and is eager to join our friendly and hardworking team, we welcome you to apply and become part of our growing SAFS family.

Responsibilities:
• Engage with clients, lenders, solicitors & advisers, addressing queries, offering guidance on the mortgage process, and providing excellent customer service.
• Obtain necessary documentation and information for lenders, ensuring compliance and uploading documents to lender portals.
• Discuss additional services with clients, creating opportunities for uncapped commission.
• Problem solving skills – proactively liaising with BDMs & solicitors to resolve problems in a timely manner.
• Manage Mortgage & Protection administration from start to finish.
• Maintain a clean and reflective company pipeline.
• Demonstrate the ability to follow processes effectively.
• Consistently achieve and exceed targets, driving success for both yourself and the team.

Requirements:
• Work from home with a monthly face-to-face meeting at the Bath office.
• Previous mortgage administration experience is required.
• Strong attention to detail and excellent organisational skills.
• Exceptional time management and phone manner.
• Ability to work under pressure and manage multiple priorities.
• Knowledge of mortgage processes and regulations.
• Proficiency in Microsoft Excel, Microsoft Teams, and lender portals.
• Great computer skills.
• Experience uploading documentation to lender portals.
• Exceptional customer service skills.

Benefits:
• Competitive salary with uncapped commission.
• Monday to Friday, 9-5 role.
• Closed for the Christmas period.
• Pension scheme.

Congratulations to James Barkley who is celebrating his 8 year anniversary at Smart Advice Financial Solutions today!!

James is one of our highly successful Mortgage and Protection Advisers who loves ensuring his clients always have the best mortgage for their circumstances, from the day they purchase the house all the way through out the life time of that mortgage!

Keep up the great work JB!!

At Smart Advice Financial Solutions we determine our Adviser of the Month based on their performance markers in the following areas;
Net Written business
Protection Sales and Conversions
Banking
Additional Sales

In February our Adviser of the Month, for the second month in a row, was Richard Robinson!!! Congratulations Robbo on another great month, you are proving hard to beat!!!

The figures were very close this month with 2nd place going to Rak Patel and 3rd place to Ori Kauffmann. Well done to both!!!

Congratulations to Katie Belizaire who is celebrating her 8 year anniversary at Smart Advice Financial Solutions!!

Katie is our Operations Director who is endlessly working behind the scenes to ensure processes are in place for all our clients receive the highest standard of customer service throughout their mortgage journey and supporting our staff to work to the best of their ability!!

Well done Katie!!

A big happy birthday to James Barkley from everyone at Smart Advice Financial Solutions!!!

James is one of our highly experienced Mortgage and Protection Advisers and is renown for his high level of customer service!!!

We hope you have a great birthday!!!

A very Happy Birthday to Brandon Foulkes from everyone at Smart Advice Financial Solutions Ltd !!!

Brandon is one of our highly reviewed Mortgage Administrators, who looks after the administration of our mortgage applications and ensures our clients are looked after right up until completion of their mortgage!!

Have a lovely birthday!!!

A very Happy Birthday to Jason Smith from everyone at Smart Advice Financial Solutions Ltd !!!

Jason is one of our Sales Managers, who looks after some of our top introducers and manages their team of dedicated advisers! Jason loves to led by example as one of our an expert Mortgage and Protection advisers, how loves to help his clients find the best deal!!

We hope you have a great birthday celebrating with your favourites!!

Congratulations to Nishant Madan who is celebrating his 4 year anniversary at Smart Advice Financial Solutions Ltd this week!!!

Nish is one of our top Mortgage Advisers who has specialist knowledge in complex residential lending, Buy to Let purchase, HMO and Limited Company Buy to Let mortgages!

Well done Nish!!

Congratulations to Enzo Seaman who is celebrating his 3 year anniversary at Smart Advice Financial Solutions today!!

Enzo is one of our Mortgage and Protection advisers, who loves helping his clients buy the perfect property!!

Congratulations Enzo!!

A very Happy Birthday to Dean Morris from everyone at Smart Advice Financial Solutions Ltd !!!

Dean is one of our highly experienced Mortgage Advisers who goes above and beyond for all his clients ensuring they always have the best rate for their circumstances!!!

We hope you have a great day celebrating with your favourites!!